Member Info for TrekMadone

I saw NEO at the bell and nearly bought! It’ll bounce!

Been trying to add MDH without joy!

Trek

My buy orders with ii not been filled. Sat there all morning.

I have just reduced size to 35k and increased to 2p.

As couldn’t get anything under 2p!

I was hoping the MM would have flipped some of that early sell for a quick profit!

Reiterate though to any potential buyers/sellers, just use limit orders here.

Remember whilst the RTO has no guarantees of completion it is structured as a call offer so it could be invoked given loans. Albeit unlikely as they seem to get along well.

I think given how far along the CPR is we could actually complete ahead of q1. Nick may have under-promised!

Usual caveats

Trek

Ii - 2p to sell and 3p to buy ATM.

That’s the indicative’s.

You must use a limit order trading here else the MM will screw you! Don’t deal blindly at best.

Anyone buying here should be aware of the spread that will only disappear when there is volume which may happen after the prospectus. Nick says we will have a RTO value of 3.5m.

At that price with 9 wells and JV’s I think we will be bought out esp when Rost comes on line.

High risk but gotta be in it to win so they say.

I am in at over 4p, wish I had waited but averaging down over time and not to worried as I think we will go over 20m mcap one way or another.

Usual caveats

Trek

Seem to like MDH, thought I was only one…still trying to average down though!

I like EGT, never heard of that one. Rest pretty familiar with.

Here’s another tip sheet was posted on MDH by Burton

https://total-market-solutions.com/2024/12/10-oil-and-gas-companies-to-follow-in-2025/

Trek

Another

https://www.share-talk.com/exploration-innovation-and-growth-20-small-caps-to-watch-next-year-part-2/

Trek

Peace and goodwill to ALL mankind

X

Trek

Getting silly now Gaza sueing BP for pipping oil to Israel….

https://www.theguardian.com/business/2024/dec/23/gaza-war-victims-legal-action-bp-oil-supply-israel?utm_term=676a67080c766708826645299b93b690&utm_campaign=BusinessToday&utm_source=esp&utm_medium=Email&CMP=bustoday_email

Um… hostages, China, Russia, slavery etc and the train drivers were on strike and I missed my appointment! Where’s it going to end.

I don’t think litigation is the answer….

‘Love your neighbour’ and it all falls into place …. There ‘easy’ isn’t it!

Trek

TXP - Malcy has pinned his colours to this one - big time!

https://www.malcysblog.com/2024/12/oil-price-touchstone-and-finally-5/

For transparency I own lots having bought back now from 33p down to 23p. Also got the boy to buy a whack in the 20’s so am pretty confident now given the acquisition and the ops program that’s ahead.

Should get that RBL signed early in new year which will be a catalyst and we ‘know’ the CEO has been given the nod for financing according to last interview.

This is a classic lower risk downside v high risk upside from this SP. Play it right and slice some along the way. I am overweight now and aim to come out equal weight with some good profits in q1.

Usual caveats

Trek

VTY - we called lower here after the first warning.

Big drop today on low volumes. It’s a transaction delay so purchases won’t show in this fiscal. They will roll over to next year which will make these accounts look even more dire!

Is this all the bad news? Well I still think there’s more from the miss pricing to come through but it must be a huge takeover target now.

One to watch as should bounce higher on rate cuts or a better economic outlook.

From the chart buy 500p for a trade, only if it gets there though, else wait for rates to be cut imo!

Looks like a good trading opportunity as they have cash just less profit atm!

So could also bounce after next update as one would think the BoD have sandbagged some good news!

Usual caveats

Trek

POLX - It likes to kick up from the 1.2’s. I had a good run there last time (Nov). News on deal hoped for before today not yet forthcoming.

Should have enough cash for now and imo if they were to place it would be on the back of a deal/sp run so be careful.

Buy 1.2’ sell 1.5’s imo and don’t be greedy, use ‘small’ pot from two buys to get a better average price and bank a nice 20% ish.

Could well be on again but I’d wait for 1.2’s still.

Usual caveats

Trek

Hi Share,

That’s a great price on GEX, I would stick from there if it’s a balanced position in your pf.

You have to be very lucky to day trade on AIM, the spread normally kills gains. Best to average in and out of a position and only go in big when you really are super confident and even then take profits.

I trade to buy income been lucky to have far more winners than looser! Any gains I buy boring old income stocks for their divi’s which form the backbone of my PF. Got lucky with a small pot so do this for income now.

But I even trade income stocks when I see opportunity. Done well on LIO, DEC and PHNX recently as they are pretty liquid. So one trades them but the gap is more than a day. Can vary, weeks, months or even years.

Buying a stock and holding for a long time, you have to have timed it well to do that going by most of the charts.

But we are all in different stages of life. My son has bought US funds with a longer view. I have a different need from my investments and it’s a bit of a hobby now.

Good luck with your GEX

Trek

Hi Share12345,

I researched it quite a bit pre MMM RTO and again post the prospectus. If you haven’t done so yet you really should read the prospectus. Especially the capital structure before being seduced by the operations.

Whilst there is the potential for huge upside there is an inherent conflict with the concert party holding over 60% ( from memory now). However, it’s on my watchlist as a trade / potential hold.

I would be tempted in the 6’s but no more and I posted that here when the SP was 13p and the BB buzzing. Remember the treasury stock price is 5p so whilst they floated much higher seed investors are in the money at a much lower SP.

The SP trajectory shows that investors have been reducing. It’s the same at HEX. Even in the absence of TR1’s, that absence doesn’t mean to say the impact of trading and slicing hasn’t‘disproportionately’ impact the SP especially with relatively low volumes.

The sp is the product of buys and sells NOT necessarily value. Whilst there is so much operational uncertainty there is no rush to pile in. The SP will correct to some point only when the news warrants it.

Look at all the good news at HEX but the market isn’t buying it. Why pay more when you can still invest with upside potential and have lower risk by just waiting for the good news to be in the bag. I.e flow rates.

I haven’t posted on GEX, no point, I don’t hold and peeps make their own mind up but I haven’t posted comments here and on HEX when rampers arrived to promote GEX and bully HEx.

Not the way to use the BB’s imo but it’s part of the ‘game’ nowadays.

So yes I think GEX has huge potential but the financial structure should be your first step and then as always timing is everything.

Another eXample is … LEX….. I have traded it before. It’s the real deal with a bod with skin in game trying best not to dilute. Similar to HEX. LEX are without doubt in the ten bagger territory potentially but all my latest calcs say they need cash (not saying GEX do)

Doesn’t necessarily mean a placing but they need cash so I will either wait or more likely just buy a tranche when my TP comes in and then add either up or down from there. That’s how I’d play GEX.

Good luck

Usual caveats

Trek

MSMN - RNS -09:36 …. Oh there it is!

Let’s hope no one notices!

“… the project Operator has not yet secured a rig, but is actively seeking a rig to drill these five wells, and is therefore not able to provide a definite schedule for drilling. ….”

Right now time for the BoD to go down the pub! lol!

Usual caveats

Trek

Winner has to be AMG….could it now be RIP. RTO just happened to fall through today. Couldn’t get the cash!

“…. in light of feedback from prospective institutional investors in connection with the Placing and market conditions, it has been unable to do so….”

MFAI placing today…. Shhh! All for the greater good though eh!

And a nice summary of AIM… followed by a new list of ‘sucker tips’…. Just look at last years!

“…. Nearly 90 companies have left the exchange in the past year, leaving not much more than 700, the fewest since 2002: 1,694 companies were quoted at the market’s 2007 peak…..”

https://total-market-solutions.com/2024/12/10-companies-to-follow-in-2025/

Then POW move forward with a deal today…. Fear not everything is paid for in equity… I mean it’s not as though it’s the same as cash! The 5 year chart must be wrong!

And MSMN drilling by Christmas…. Never said which one but they spun out some bs RNS’s earlier… keep the punters on board!

HE1…well they got an update out at least with commencement of drilling. A trading opportunity more than blue sky imo. Burning through that 8m placing on two fronts now while they jump through expensive TZ hoops!

That 58m mcap and the billions of shares now has some huge expectations baked in… or more likely more disappointment ahead of the next lot of equity being issued!

Some results out today from ROAD now they are the real deal, I know I spotted em and sold at a profit doh!

MDH results also out but yesterday’s RNS is the real story. A rare helium producer and seller. Mcap 1.1m 43m shares. RTO to be priced at 3.5m….. super dooper high risk but tell me as it has 9 wells now and 3 companies wanting in who is more likely to ten bag?

He1 58m to 580m …. Or MDH…. 1.5m to 15m or rather my TP of 20m! lol!

Be careful on the AIM casino ‘suckers’…. But hey next year will be different!

Health and happiness before wealth preservation!

Merry Christmas

Usual caveats

Trek

It’s only a small buy. I didn’t think the SP would do anything on the back of it 2m cash 8m EV it’s no big deal.

Maybe it’s the lower trading volumes that are having its say. Anyways more CL customers and more margin for CSN.

Little deals like this cumulate into 20years of consistently raising the dividend.

Great entry/top up point this sp is imo.

Usual caveats

Trek

Excellent update!

Trek

Russia’s demise….is it. When you rank counties by purchasing power parity, a more representative GDP figure they seem to be doing rather well. So do we for that matter albeit slipping behind BRICS now just like France.

https://www.visualcapitalist.com/ranked-the-worlds-20-largest-economies-by-gdp-ppp/?utm_source=Visual+Capitalist+Infographics+%28All%29&utm_campaign=bd54347034-EMAIL_CAMPAIGN_2024_12_22&utm_medium=email&utm_term=0_-79d1828bfb-47045938

Trek

Hi nom,

‘ The speed of advances in drones is stunning; hopefully our military leaders are paying very close attention, otherwise we are up the creek and the paddle has been stolen.’

Ironically a friend of mine, a navy officer who is a ‘master of war’. He basically directs the defence/attack of a fleet at sea.

I asked him… ‘so those little frigates with a few mags of SAM’s and the single rapid fire gun at the front. Just how do they manage the straights when a swarm of 10,000 AI drones are launched, 75% of which are dummies but the rest carry cheap and highly effective thermobaric devices that on impact just melt steel and can cost an average around £10k each; oh and the SAM’s are what £1m each?”

“Yes” he said “it’s a real problem, but I am retired now!”

History often repeats itself, unfortunately we have underpants on our heads and pencils up our noses!

Hopefully one benefit from Trump will be a Eurozone awakening that we have to be more prepared. Although having read an article in the Guardian today on the West turning a blind eye on Rwanda and the latest genocide in DRC it really drives home that we just don’t have the reach anymore - or the will!

https://www.theguardian.com/global-development/2024/dec/21/children-executed-and-women-raped-in-front-of-their-families-as-m23-militia-unleashes-fresh-terror-on-drc?CMP=Share_iOSApp_Other

Trek

It’s a UT trade.

Trek

Ditto

Trek